Edward Jones
The investment office on Costello Drive, in the same town as the festival.
Carleton Place, ON · UAFest 2025, 2024 · Every price quoted on request
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Carleton Place, ON · UAFest 2025, 2024About the business
Edward Jones keeps a branch office in Carleton Place, at 1 Costello Drive, Unit 7.
Two financial advisors are listed at that address — Danette Hanneman and Rebecca A McElravy — together with Sierra Monaghan, the branch's Client Experience Specialist. The office is open Monday to Friday, 9:00 a.m. to 4:30 p.m., and closed Saturday and Sunday. The phone is (613) 253-7708 and the fax is (877) 323-1798.
The work is personal investing. Danette Hanneman's page lists retirement savings strategies, retirement income strategies, estate and legacy strategies, intergenerational planning, wealth strategies and sustainable investing. Rebecca A McElravy's page lists retirement savings strategies, wealth strategies, estate and legacy strategies, business owner considerations and divorce finances.
Edward Jones describes the first step as a conversation. You leave your details on an advisor's profile page, the advisor reaches out to set up a complimentary consultation, and you meet in person or online to talk through your goals, your investing style and the account types and investments worth considering. Only after that does the advisor open an account and set up online access.
The firm was founded in 1922 in St. Louis, Missouri, by Edward D. Jones, Sr., and its legal name is Jones Financial Companies, L.L.L.P. On its Canadian site it describes itself as a privately owned, full-service financial services firm that specialises in individual investors. Its Canadian operation is regulated by CIRO, the Canadian Investment Regulatory Organization, and is a member of the Canadian Investor Protection Fund.
Edward Jones backed UAFest in 2024 and 2025. Anna Vynnyk, an Edward Jones financial advisor whose office is at 33 Wilson Street West, Suite 3 in Perth, was on location at the Edward Jones vendor booth at the 2025 festival. Her page lists retirement savings, retirement income, wealth protection, estate and legacy, education savings and business owner considerations, and she is listed in the business directory of the Ukrainian Canadian Professional and Business Association of Ottawa.
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Edward Jones